Consider Volunteering in Retirement

Some look forward to retirement as a time to relax, free of the responsibilities of work. And while this might be enjoyable at first, some retirees might eventually feel that a lack of purpose and social connections does not make for the best possible retirement. Rather than just retiring from something, it can be a good idea [...]

Far-Reaching Effects of This Pandemic on Social Security and Taxes

Long after the restaurants and hotels are open again, the economic impact of the COVID-19 pandemic will still be felt by many individuals and the country. During this time of widespread unemployment, less is collected in payroll taxes that fund Social Security, while emergency federal spending has increased significantly. Here are potential far-reaching effects of [...]

3 Tools to Help Survive Hard Times

Life is unpredictable, but that’s no reason not to have an emergency plan. This is especially important in retirement, when you must replace your paycheck and decide how to use your savings. Your retirement could be decades long, and there could be market downturns or personal hardships during that time. Here are three tools to [...]

Tending to Your Garden

The warm weather is here, and that means it’s time to garden! Of course, not everyone has a garden – gardening can be too time-consuming for people who work full-time or travel frequently. But, one of the things to love about retirement – and quarantining – is having more free time to relax and adopt [...]

Tax Minimization in 2020 and Beyond

As the coronavirus spread, the government stepped in with unprecedented economic interventions, from direct payments to Americans, to relief for businesses. While these measures may be necessary to mitigate the damage done by the virus and the economic shutdown, they’ve also resulted in a ballooning of the national deficit.[1] U.S. government debt could soon rise [...]

3 Helpful Tips for Preserving Your Wealth

Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. According to a recent retirement survey by the Insured Retirement Institute, 41% of Baby Boomer participants stated “monthly guaranteed income” as the #1 or #2 most important trait for their retirement investments. Having a solid [...]

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